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Monterey Private Wealth, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on VTI, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 192,454 VTI shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 192,454 shares
    Change vs previous 13F +11,473 shares

    15.58% of the 13F portfolio, value $52,894,070.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 180,981 shares
    Change vs previous 13F +7,286 shares

    17.29% of the 13F portfolio, value $52,449,984.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 173,695 shares
    Change vs previous 13F +11,487 shares

    16.76% of the 13F portfolio, value $49,183,426.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 162,208 shares
    Change vs previous 13F +6,345 shares

    16.22% of the 13F portfolio, value $43,392,133.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 155,863 shares
    Change vs previous 13F +9,082 shares

    16.26% of the 13F portfolio, value $40,508,857.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 146,781 shares
    Change vs previous 13F +2,978 shares

    15.72% of the 13F portfolio, value $34,819,396.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 143,803 shares
    Change vs previous 13F +6,763 shares

    15.36% of the 13F portfolio, value $30,545,166.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 137,040 shares
    Change vs previous 13F not available

    14.63% of the 13F portfolio, value $30,187,148.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).